PIWA

Prevail Innovative Wealth Advisors Portfolio holdings

AUM $594M
1-Year Est. Return 14.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$6.87M
3
+$5.99M
4
EXE
Expand Energy Corp
EXE
+$5.79M
5
OXY icon
Occidental Petroleum
OXY
+$5.44M

Top Sells

1
+$7.88M
2
+$7.17M
3
+$6.41M
4
VST icon
Vistra
VST
+$6.01M
5
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$5.94M

Sector Composition

1 Technology 11.74%
2 Real Estate 10.42%
3 Energy 6.96%
4 Financials 6.42%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.85M 0.64%
+55,751
52
$2.8M 0.63%
215,260
+56,619
53
$2.76M 0.62%
113,954
-3,677
54
$2.72M 0.61%
+21,129
55
$2.69M 0.6%
53,011
-1,105
56
$2.55M 0.57%
158,658
+76,169
57
$2.53M 0.57%
151,077
+18,893
58
$2.48M 0.56%
48,166
-75,117
59
$2.44M 0.55%
49,915
+16,362
60
$2.4M 0.54%
13,218
-24,919
61
$2.39M 0.54%
111,968
+14,214
62
$2.38M 0.53%
23,597
+3,509
63
$2.35M 0.53%
183,004
+119,884
64
$2.2M 0.49%
194,926
+44,275
65
$2.19M 0.49%
+41,657
66
$2.15M 0.48%
245,397
+79,119
67
$2.11M 0.47%
170,040
+82,676
68
$2.06M 0.46%
+44,026
69
$2.05M 0.46%
+39,565
70
$2.04M 0.46%
+33,935
71
$2.04M 0.46%
+35,254
72
$1.98M 0.44%
138,181
+17,171
73
$1.97M 0.44%
+104,935
74
$1.92M 0.43%
182,461
-9,820
75
$1.91M 0.43%
354,680
+92,833
1 2
3
4 5